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Financial Advisors in Fall River, MA: 2026 rankings

161 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fall River: WealthMax Financial Group, RFA Score 72/100; 5.0★ from 86 Google reviews; open Saturdays until 1 PM.

  2. 5

    Most-reviewed: Advanced Auto Sales, 524 Google reviews at 4.6★, the most of 161 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

161 Fall River financial advisors are ranked here by RFA Score, from eight published factors. 45 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 161 rated firms.

Top 10 financial advisors in Fall River at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Fall River at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1WealthMax Financial Group725.0★ (86)Bristol, 6 mi awaySatTop score
2Capital Good Fund724.6★ (488)Providence, 17 mi away——
3South Coast Planning & Wealth Management LLC715.0★ (36)Fall River——
4Sin-cere Multiservice714.8★ (213)Providence, 17 mi away——
5Advanced Auto Sales714.6★ (524)North Attleborough Center, 21 mi awaySat · Sun · EveningsMost reviews
6Bankers Life714.9★ (132)Warwick, 16 mi away——
7Providence Financial Advisors695.0★ (74)Providence, 15 mi awayEvenings—
8Newport Wealth Management695.0★ (44)Portsmouth, 9 mi away——
9Southcoast Financial Group695.0★ (42)Acushnet, 9 mi away——
10Joel Lamoureux: Primerica - Financial Services694.9★ (61)Warwick, 13 mi awaySat—

All 161 financial advisors in Fall River, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fall River

    #1 WealthMax Financial Group

    Based in Bristol, 6 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 86 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    655 Metacom Ave Unit 102, Bristol, RI 02809
    View profile for WealthMax Financial Group(401) 366-2525

  2. #2 Capital Good Fund

    Based in Providence, 17 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 488 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 488 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    333 Smith St, Providence, RI 02908
    View profile for Capital Good Fund(866) 584-3651

  4. #4 Sin-cere Multiservice

    Based in Providence, 17 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 213 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 213 Google reviews
    Hours
    Mon–Thu 9 AM–3 PM · Fri–Sun closed
    Address
    596 Charles St, Providence, RI 02904
    View profile for Sin-cere Multiservice(401) 649-3479

  5. #5 Advanced Auto Sales

    Based in North Attleborough Center, 21 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 524 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 524 Google reviews
    Hours
    Mon–Sat 9 AM–7 PM · Sun 10 AM–4 PM
    Address
    130 E Washington St, North Attleborough, MA 02760
    View profile for Advanced Auto Sales(508) 210-2224

  6. #6 Bankers Life

    Based in Warwick, 16 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    475 Kilvert St #300, Warwick, RI 02886
    View profile for Bankers Life(401) 732-5213

  16. #16 Collection Assist

    Based in Fall River

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    249 County St, Fall River, MA 02723
    View profile for Collection Assist(888) 841-7856

  20. #20 Mutual of Omaha Mortgage

    Based in West Warwick, 18 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1350 Division Rd Ste 104, West Warwick, RI 02893
    View profile for Mutual of Omaha Mortgage(401) 465-9326

  21. #21 Northeast Investment Group

    Based in Cranston, 16 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920
    View profile for Northeast Investment Group(401) 213-8318

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 161 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fall River, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26USA Wealth Advisors, LLC.655.0★ (10)9 mi
27IPX1031 - Investment Property Exchange Services, Inc.655.0★ (22)18 mi
28Oceanstate Financial Services655.0★ (18)16 mi
29Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP645.0★ (18)16 mi
30Planning for Good - Karen Melo Ticas, CFP®645.0★ (31)23 mi
31J Marshall Associates645.0★ (3)In Fall River
32Eastern Bank644.2★ (33)15 mi
33Asta Muldoon - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (17)18 mi
34GPS Retirement LLC645.0★ (15)16 mi
35Bank of America (with Drive-thru ATM)643.7★ (47)11 mi
36Integrated Financial Partners: Christopher Medeiros645.0★ (15)16 mi
37First Command Financial Advisor - Claudia Ruoti, CFP®645.0★ (14)16 mi
38Eastern Bank644.3★ (27)16 mi
39Mind Your Money, LLC645.0★ (20)20 mi
40Gather Wealth Investment Management635.0★ (12)16 mi
41Bank of America (with Drive-thru ATM)633.8★ (33)14 mi
42New England Financial Advisors635.0★ (11)16 mi
43Newport Private Wealth635.0★ (12)17 mi
44Washington Trust634.1★ (24)16 mi
45Fortified Realty Group LLC634.8★ (88)In Fall River
46Terrace Financial, LLC. Accounting & Tax635.0★ (9)14 mi
47Angel Urena: Primerica - Financial Services635.0★ (15)20 mi
48Eastern Bank634.4★ (14)15 mi
49SK Wealth Management | Fee-Only Financial Planner635.0★ (10)16 mi
50Eastern Bank633.6★ (29)13 mi

Also serving Fall River

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Fall River
BusinessGoogle ratingDistance
Advanced Financial Group5.0★ (2)In Fall River
Advantage Investment Strategies, LLCIn Fall River
Brian Beauregard - Ameriprise Financial Services, LLCIn Fall River
Dennis Forest: Primerica - Financial Services5.0★ (1)In Fall River
Edward Jones - Financial Advisor: Andrea Tremblay5.0★ (2)In Fall River
Financial Planning Alternatives5.0★ (2)In Fall River
Hirst Financial Independence Planning, Inc.In Fall River
Hudson Cook LlpIn Fall River
Jillian Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Fall River
Mark Savastano - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Fall River
Massachusetts Small Business Development Center | Southeast Region5.0★ (1)In Fall River
Muldoon, Borges & Beauregard - Ameriprise Financial Services, LLCIn Fall River
Neal Borges - Financial Advisor, Ameriprise Financial Services, LLCIn Fall River
Northeast Capital Management, IncIn Fall River
Northeast Planning Associates, Inc.In Fall River
Oldrid Financial4.5★ (2)In Fall River
Omni Financial Services1.0★ (1)In Fall River
RHS AssociatesIn Fall River
Successful Money Strategies5.0★ (1)In Fall River
WakeWater Wealth Management - Ameriprise Financial Services, LLC5.0★ (1)In Fall River

How we ranked Fall River financial advisors

We scored 161 Fall River financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fall River data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Fall River: frequently asked questions

Which financial advisor has the highest RFA Score in Fall River?

By RFA Score, the highest-ranked financial advisor in Fall River, MA is WealthMax Financial Group with an RFA Score of 72/100. It has 5.0★ from 86 Google reviews. It is open Saturdays until 1 PM. Capital Good Fund (#2) and South Coast Planning & Wealth Management LLC (#3) follow. We ranked 161 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fall River?

RankedFinancialAdvisors ranks 161 financial advisors serving Fall River, MA. 8 of them are based in Fall River; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Fall River work on weekends?

45 of 161 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are WealthMax Financial Group (#1), Advanced Auto Sales (#5) and Joel Lamoureux: Primerica - Financial Services (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fall River financial advisors have?

The median Google rating among 161 rated financial advisors in Fall River is 4.9★, with a median of 12 reviews. Advanced Auto Sales has the most, 524 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Fall River count in this ranking?

Yes, if they are within 25 mi of the Fall River city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Fall River ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Fall River a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fall River

  1. November 2026: RFA Scores recalculated for 161 financial advisors serving Fall River.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Fall River pages